Jim Cramer Says META’s AI Model Change Was Worth 100 Points: Here’s Why He Can’t Stop Buying Big Tech Quick Read – Cramer called META’s AI compute rental pivot a $100/share catalyst, and the stock delivered, surging nearly 15% in just 10 trading days. – 57 analysts rate META a…
y or Strong Buy with zero Sells and a consensus price target of $828, implying roughly 24% upside from current levels. – Jim Cramer says a single AI product decision at Meta Platforms (NASDAQ:META) just moved the stock roughly $100 per share, and he is using it as Exhibit A for why big tech is nearly impossible to trim. In his Sunday column, Cramer wrote that on the June 30 episode of Mad Money he argued a cloud business announcement from Meta would be “worth an easy 100 points, or $100 per share, for the stock,” back when shares closed at $563
Ten trading days later, they closed at $669.21. That is a 14.81% move in a single week and a 17.31% move in a month on a company with a $1.7 trillion market cap. Cramer’s takeaway, published on CNBC: “By a simple stroke of a pen, Meta gives you 100 points, or almost 20%.” The Catalyst Cramer Called The specific event was Meta signaling it would rent out excess AI compute.
Zuckerberg told Bloomberg last week that “the offers that you get for using the compute are so high that it may make sense, in some cases, to rent out or consider those kind of deals instead of your own internal uses.” Meta jumped 5.97% on Friday, July 10, closing at $669.21. The compute-monetization pivot lands on top of Meta Superintelligence Labs, the new AI research entity Zuckerberg introduced on the Q1 2026 call. He described it as a “milestone quarter” that included “the release of our first model from Meta Superintelligence Labs” and reiterated the goal of “personal superintelligence to billions of people.” General Motors, POSCO, and 50,000+ everyday investors have already backed lithium producer EnergyX.